+878.7%
HOOD vs APD
+28.0%
+850.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | -5.1% | -0.2% | -4.8% | -4.9% |
| 30D | -25.4% | +11.0% | -36.4% | -27.7% |
| 3M | -14.0% | +2.0% | -15.9% | -14.6% |
| 6M | +5.6% | +7.1% | -1.5% | +2.9% |
| YTD | -28.1% | +29.8% | -57.9% | -36.1% |
| 1Y | -40.1% | +24.0% | -64.2% | -46.0% |
| All | +878.7% | +28.0% | +850.7% | +847.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling